To: Dwight E. Karlsen who wrote (9967 ) 5/29/1998 1:59:00 PM From: cheryl williamson Read Replies (2) | Respond to of 64865
Dwight, I've noticed, over the past few months, that MSFT supporters have acquired a siege mentality that has replaced the former unbridled optimism of the 1995-1997 era. It's turning into an "Us against the World" diatribe and the tendency is to lump many MSFT competitors into the same boat & call them whiners, complainers, & sore losers. Ok, fine, but SUNW, for its part, is not letting the grass grow underfoot. While McNealy takes his shots at MSFT in the press, SUNW continues to pursue its course of action to gain marketshare in corporate computing while expanding into consumer electronics, internet, electronic commerce, & home computing markets unfettered by the legal problems that have beset MSFT. Why do you think it is, Dwight, that so many computer companies seem to go about their business without any major legal problems and some, like MSFT, get sued left & right??? Is it that success breeds contempt & envy?? MSFT isn't the only successful corporation in America. In fact, their gross revenues aren't that much higher than SUNW's, which is also true of their eps. SUNW doesn't have anything to gain by the DOJ's insistence that MSFT change its boot-up screen or include NSCP browsers in Windows 98. In fact, SUNW is NOT interested in seeing MSFT enjoined for their publication of a non-compatible Java in Windows 98. Instead, they would like to see Windows 98 shipped & sold with a 100% compliant Java. The sale of Windows 98 isn't going to hurt Solaris sales & its success would be a success for BOTH companies, as long as MSFT abides by the terms & conditions of their contract with SUNW. I believe that MSFT is running into legal problems because more and more people just don't like the way they conduct their business. Their shenanigans have been going on as long as I can remember, and finally the chickens have come home to roost. Sure, everyone plays hardball, but if you cross over the line one time too many, word gets around, & people get pissed off and start using you as a punching bag. In the mid-term and long-term, this is going to hurt their company. It's too bad that the heavy-hand of the Federal Government had to be called into the fray, but MSFT have only themselves to blame. Remember the TCI negotiations?? MSFT & SUNW were both vying for access to the set top box market. MSFT had the inside track with Windows CE & MSFT was set to invest, I believe, around $1 billion in TCI, just to insure their success against SUNW. John Malone, of TCI, was wary of MSFT, however. He didn't want anyone coming into the cable business & taking over. At first, he tried to give equal access to both SUNW & MSFT by awarding contracts for Windows CE & Java-built set top boxes. Later, however, as the negotiations with MSFT continued & their legal problems mounted, Malone started leaning toward SUNW & eventually awarded the contract for some 20 million set top boxes to the underlying Java VM. Windows CE- built set tops will HAVE to be compatible with SUNW's Java.